Managers rotate back to UK domestics ahead of General Election 'clarity'

Managers rotate back to UK domestics ahead of General Election 'clarity'

Fund managers have been increasing their exposure to domestic UK stocks ahead of the 12 December General Election in the expectation that a Conservative Party majority will deliver a resolution to Brexit and avert the economic fallout of a Labour victory, thereby creating a bullish environment for domestically exposed stocks. The most recent data (13 November) from polling company ComRes has the Tories on track to receive 40% of the vote, leaving Labour on 30%, though that would not delive...

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